The Novus Platform is an advanced investment management software designed to empower financial advisors and investment firms with the tools needed to manage client portfolios effectively. The platform offers a comprehensive suite of features, including portfolio tracking, performance analytics, risk assessment, and automated reporting, enabling advisors to deliver personalized and data-driven investment strategies. The Novus Platform integrates seamlessly with various financial data sources and CRM systems, providing a unified view of client information and investment activities. Its user-friendly interface allows for easy customization of dashboards and reports, ensuring that advisors can present clear and actionable insights to their clients. Additionally, the platform supports regulatory compliance and data security, safeguarding sensitive financial information and ensuring adherence to industry standards. By enhancing operational efficiency and enabling informed decision-making, The Novus Platform helps investment professionals optimize portfolio performance, improve client satisfaction, and drive business growth.
SEI Novus
2007
United States
24x7 Support
Liquidity Analysis
